๐๐ ๐๐ผ๐๐ฟ ๐๐ฝ๐ผ๐๐๐ฒ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น๐น๐ ๐ฝ๐ฟ๐ฒ๐ฝ๐ฎ๐ฟ๐ฒ๐ฑ ๐ณ๐ผ๐ฟ ๐น๐ถ๐ณ๐ฒ ๐๐ถ๐๐ต๐ผ๐๐ ๐๐ผ๐? ๐ ๐ผ๐๐ ๐ฎ๐ฟ๐ฒ๐ป'๐, ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ ๐ฐ๐ผ๐ป๐๐ฒ๐พ๐๐ฒ๐ป๐ฐ๐ฒ๐ ๐ฐ๐ฎ๐ป ๐ฏ๐ฒ ๐ฑ๐ฒ๐๐ฎ๐๐๐ฎ๐๐ถ๐ป๐ด.
On this week's RichLife Retirement Show, Beau Henderson and Bruce Steinbrock discuss the ๐ณ๐ถ๐๐ฒ ๐ฐ๐ฟ๐๐ฐ๐ถ๐ฎ๐น ๐ฐ๐ผ๐ป๐๐ฒ๐ฟ๐๐ฎ๐๐ถ๐ผ๐ป๐ ๐ฒ๐๐ฒ๐ฟ๐ ๐ฐ๐ผ๐๐ฝ๐น๐ฒ ๐บ๐๐๐ ๐ต๐ฎ๐๐ฒ about money and retirement planning.ย
- ย Why income typically drops by ONE-THIRD when a spouse passes, yet taxes often INCREASE for the survivor
- ย How to create a specific "Plan B" that protects your spouse if you pass away first
- ย The importance of understanding each other's money styles and aligning financial values
- ย Why legacy planning starts with your surviving spouse, not just children or charities
- ย How the ๐ฅ๐ถ๐ฐ๐ต๐๐ถ๐ณ๐ฒ ๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐ ๐ฅ๐ผ๐ฎ๐ฑ๐บ๐ฎ๐ฝ addresses these concerns to create confidence, not confusion
Don't leave your loved one vulnerable. Tune in to learn how proper planning now can protect your spouse later.
To learn more, visit www.RichLifeAdvisors.com
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Disclosure:
Beau Henderson is an investment advisor representative with Fiduciary Capital, Inc., a registered investment advisor. Opinions expressed are for educational purposes only and do not constitute specific individual advice. RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Beau Henderson and RichLife Advisors are not associated with or endorsed by Medicare, the Social Security Administration, or any other government agency. Maximizing your Social Security benefits assumes foreknowledge of your date of death. Claiming later for a higher benefit may result in fewer benefits if you pass away earlier than expected. Investing in securities involves risk, including potential loss.
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